Shum Financial Group, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History
Shum Financial Group, Inc.
- $134 Billion
- Q3 2025
A detailed history of Shum Financial Group, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Shum Financial Group, Inc. holds 25,764 shares of MDYV stock, worth $2.11 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
25,764
Previous 24,928
3.35%
Holding current value
$2.11 Million
Previous $1.92 Billion
11.88%
% of portfolio
1.6%
Previous 1.66%
Shares
4 transactions
Others Institutions Holding MDYV
# of Institutions
412Shares Held
24.4MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.14MShares$176 Million0.29% of portfolio
-
North Rock Partners, LLC1.32MShares$108 Million2.21% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.28MShares$105 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.04MShares$85.3 Million0.03% of portfolio
-
Avantax Planning Partners, Inc.834KShares$68.3 Million2.02% of portfolio